Managing shareholder disclosures is more than just tracking percentages - it's staying alert to the growing web of regulatory obligations across 100+ jurisdictions.
From major shareholding thresholds and short-selling positions to takeover disclosures and sector-specific limits, investment managers face an evolving set of expectations. These rules don’t just vary by market; they shift regularly, bringing new deadlines, reporting formats, and calculations that impact how firms operate.
This whitepaper outlines:
✅ The five key disclosure regimes shaping today’s landscape
✅ Recent rule changes in the U.S., UK, and global markets
✅ Practical strategies firms are using to reduce internal pressure and regulatory risk
If you’re responsible for compliance or investment operations, this is a must-read.
Start reducing complexity and uncover smarter ways to manage disclosure obligations.
